StackStone Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

StackStone Wealth’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$937K	Buy	+4,017	New	+$965K	0.09%	186

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

StackStone Wealth's VIG Position: Q3 2026 in Review

StackStone Wealth opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 4,017 shares worth $937K. The stake represents 0.09% of the portfolio and ranks #186 among its holdings.

1,229 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

StackStone Wealth held 4,017 shares of Vanguard Dividend Appreciation ETF worth $937K as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new StackStone Wealth position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.09% of StackStone Wealth's portfolio in Q3 2026, its #186 holding.
1,229 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.